This user guide will explain running the Missing Months Report. If you are having difficulties assessing the member’s record, please send a detailed email to support@unitehere.org to create a support ticket. Find a downloadable version of this user guide here.
TABLE OF CONTENTS
Video Walk-Through
Best Practice
The Missing Months Report lists all workers who are missing an assessment month which means this report should be run prior to Group Assessments, Suspensions, or sending an invoice to an employer or a worker to ensure all workers have the correct balance. It is important to have correct balances when processing checkoffs, billing employers or workers, and ensuring the suspension month is calculated properly.
Run the Missing Months Report
Navigate to the Dashboard in SePuede and scroll all the way to the bottom. This is where to find the tab for the Missing Months.
There are two queries: Missing Months Summary and Missing Months Detailed.
Running the Missing Months Summary will provide:
- Worker ID
- Last Name, First Name
- # of Missing Months
- Current Status/Billing Reason
- Current Status Date
- Per Event
- Employer Name
- Press “find” to run the report.
The carrot next to the worker ID can be used to expand and list the months and fee types that are missing for that worker.
Note: The Missing Months Detail lists the individual months and fee types for each worker without having to expand each worker.
To navigate, click on the name, which is a blue hyperlink, to open the worker’s record in a new tab to address the missing months.
- To export the Missing Month’s Report, click on the export button here. The export will automatically download to the Downloads folder and will appear on the Chrome browser downloads list.
